Preserving Capital. Compounding Wealth.

Institutional-grade portfolio construction, rigorously stress-tested for the unique liquidity and legacy needs of 9/11 families and veterans.

Explore Models Our Risk Strategy

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Disciplined Strategy

Portfolio Models

Select a risk profile to visualize the asset allocation strategy.

Medium Volatility

Core

Our standard growth and income blend for long-term investors.

Max Pos Size

5–8%

Positions

15–22

Oversight Strategy

Volatility Strategy is Integral.

Portfolios are constructed with an emphasis on diversification, intentional position sizing, and downside awareness. We maintain holding periods materially longer than the average institutional investor.

Ongoing Monitoring

Portfolios are reviewed periodically to ensure continued alignment with intended volatility profiles.

Selective Rebalancing

We respond to fundamentals and valuations, rather than short-term market noise.

Downside Awareness

Intentional position sizing prevents over-concentration in volatile sectors.

Long-term Focus

Allowing time for business fundamentals to play out over full market cycles.

Our Approach

Our Investment Philosophy

At Sirmium Capital, investment strategy begins with a fundamental question: what is this portfolio designed to protect? For our clients — primarily 9/11 families, first responders, and military veterans — the answer is almost always a legacy built from sacrifice. That understanding drives every allocation decision we make.

We believe that wealth preservation and growth are not opposing objectives. Through disciplined portfolio construction, we seek to capture long-term equity returns while managing downside risk through intentional diversification, position sizing, and periodic rebalancing.

How We Construct Portfolios

Each portfolio reflects a specific risk-return profile anchored in modern portfolio theory. Our equity positions prioritize companies with durable competitive advantages, strong free cash flow, and reasonable valuations. Where conviction is high, we hold concentrated positions based on rigorous fundamental analysis — not indexing convenience.

Digital Asset Integration

Since 2024, we have offered strategic Bitcoin exposure through a dedicated fund structure. Our approach is informed by both macroeconomic analysis and the ongoing $11.4 billion Bitcoin recovery case (MDL #1570) — a litigation that directly affects many of our 9/11 family clients.

Ongoing Portfolio Monitoring

Our process includes weekly governance reviews, quarterly strategy updates published through our newsletters, and annual comprehensive portfolio reviews with each client. We adjust when fundamentals warrant action, not when market noise creates anxiety.

The goal is simple: build portfolios that our clients understand, trust, and can rely on through every phase of their financial lives — from VCF award deployment to retirement income distribution to multi-generational wealth transfer.

Download Our Strategy Factsheet

Review our complete investment methodology, model allocations, and volatility strategy framework in detail.

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